HWA
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Heritage Wealth Advisors’s Pultegroup PHM Stock Holding History

Heritage Wealth Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39K Hold
32
– – ﹤0.01% 581
2026
Q1 		$3.76K Hold
32
– – ﹤0.01% 585
2025
Q4 		$3.75K Hold
32
– – ﹤0.01% 515
2025
Q3 		$4.23K Hold
32
– – ﹤0.01% 482
2025
Q2 		$3.38K Hold
32
– – ﹤0.01% 483
2025
Q1 		$3.29K Sell
32
-7
-18% -$756 ﹤0.01% 480
2024
Q4 		$4.25K Buy
39
+7
+22% +$909 ﹤0.01% 509
2024
Q3 		$4.59K Buy
+32
New +$4.07K ﹤0.01% 491

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Advisors's PHM Position: Q2 2026 in Review

Heritage Wealth Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 32 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Heritage Wealth Advisors first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.59K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Heritage Wealth Advisors held 32 shares of Pultegroup worth $4.39K as of Q2 2026.
  • Heritage Wealth Advisors left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #581 holding.
  • Heritage Wealth Advisors first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's Pultegroup position peaked at $4.59K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.